2026年9月,中国主要车企陆续发布销量成绩,整体表现分化明显。1上汽通用五菱以132,045辆领跑市场,但同比下滑15.13%,环比增长0.9%;1零跑汽车交付105,656辆,同比增长58.51%,环比增长2.45%,其中海外出口超2.7万台,全球累计交付超180万台。1小鹏汽车交付41,256辆,同比微幅下降0.78%,环比增长5.5%;1小米汽车交付量超过40,000台,旗下澎程品牌首月交付超10,000台。1
新势力企业中,蔚来9月交付37,408辆,同比增长7.7%,1且在9月21日完成第100万辆新车交付里程碑,2026年前三季度累计交付300,301辆,同比增长49.2%。1鸿蒙智行9月交付37,490辆,同比下降29.15%,环比下降10.95%;1理想汽车交付31,817辆,同比下降6.29%,截至9月30日累计交付1,833,651辆。1
从产品结构看,新能源产品占比持续上升。1上汽通用五菱1至9月新能源累计销量569,640辆,占公司总销量的53.8%。1此外,极氪保持增长势头,连续8个月实现同环比双增,1至9月累计交付28.84万辆,同比增100.84%。1
Chinese automakers released their September 2026 sales figures, with performance varying significantly across the industry. SAIC-GM-Wuling delivered 132,045 vehicles in September, down 15.13% year-over-year but up 0.9% month-over-month, maintaining its position as a leading volume producer 1. Leapmotor reported strong growth with 105,656 units sold, a 58.51% increase year-over-year and 2.45% month-over-month, while also exporting over 27,000 units internationally in September and achieving cumulative global deliveries exceeding 1.8 million 1.
Several premium EV makers posted robust numbers in the month. Xiaomi Auto delivered over 40,000 units, with its Xiaomi Pengcheng line contributing more than 10,000 deliveries in its debut month 1. XPeng Motors sold 41,256 vehicles, down 0.78% year-over-year but up 5.5% month-over-month 1. NIO delivered 37,408 units, up 7.7% year-over-year, and announced completion of its one millionth vehicle delivery on September 21; through the first nine months of 2026, NIO delivered 300,301 vehicles, up 49.2% from the same period in 2025 1. Hongmeng Smart Mobility recorded 37,490 units, declining 29.15% year-over-year and 10.95% month-over-month 1.
Li Auto reported 31,817 vehicles sold in September, down 6.29% year-over-year, with cumulative deliveries reaching 1,833,651 units by September 30 1. SAIC-GM-Wuling's new energy vehicle sales in the January–September period totaled 569,640 units, accounting for 53.8% of the company's overall sales 1. Geely's Zeekr brand delivered 288,400 units in the first nine months of 2026, a 100.84% increase year-over-year, continuing its eighth consecutive month of year-over-year and month-over-month growth 1.
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